Advisors Compensation and Audit

advisors compensation and audit

Streamline and easy administrate revenues, compensation and compliance of your sales network with a centralised and error free billing process

Capabilities

Sales Network Management

Creation and configuration of a complex and heterogeneous sales structure with different hierarchy

Capabilities

Fee & Commission Management

Pay-in & pay-out management, fee calculation, incentives, bonus and commissions, invoices issue

Capabilities

Online Commission Reporting

Online fee & commission statements, detailed analysis of monthly commissions, download of related documents

Capabilities

Incentive Programs & MBO

Structured set of rules to manage rewards, incentives and MBO

Capabilities

Audit Management

Interception of sales atypical behaviours that could generate operational and reputational risks

Capabilities

Compliance Reporting

Detailed report by sale/agent, benchmarking analysis and global network risk trend

Capabilities

Key Benefits

Streamline your business process, minimising human interventions and reducing errors in commission process

Leverage a unique, centralised system for complete network management of your sales organisation

Benefit of a continuously updated platform to meet regulatory requirements and change in market needs

Intercept sales atypical behaviours which may affect firm’s reputation

Reduce customer complaints, operational, reputational and capital risk

advisors compensation
& audit

Streamline and easy administrate revenues, compensation and compliance of your sales network with a centralised and error free billing process

Capabilities

“
Sales Network Management
“Creation and configuration of a complex and heterogeneous sales structure with different hierarchy”

“
Fee & Commission Management
“Pay-in & pay-out management, fee calculation, incentives, bonus and commissions, invoices issue”

“
Online Commission Reporting
“Online fee & commission statements, detailed analysis of monthly commissions, download of related documents”

“
Incentive Programs & MBO
“Structured set of rules to manage rewards, incentives and MBO”

“
Audit Management
“Interception of sales atypical behaviours that could generate operational and reputational risks”

“
Compliance Reporting
“Detailed report by sale/agent, benchmarking analysis and global network risk trend”

Key Benefits

“

“Streamline your business process, minimising human interventions and reducing errors in commission process”

“

“Leverage a unique, centralised system for complete network management of your sales organisation”

“

“Benefit of a continuously updated platform to meet regulatory requirements and change in market needs”

“

“Intercept sales atypical behaviours which may affect firm’s reputation”

“

“Reduce customer complaints, operational, reputational and capital risk”

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